Timothy M Stasinoulias

Aegis Wealth Advisors is a Fiduciary and Fee-Only Registered Investment Advisor based in Hartland, WI. Our mission is to provide unbiased guidance to optimize, preserve, and protect our client’s retirement accounts, with attention to low fees, low taxes, and risk mitigation. We provide a diversified and academic approach to investment strategy. Our account custodians are TD Ameritrade Institutional and Charles Schwab Institutional, with strategic investment partnership through Loring Ward, Advisors Excel, and Dimensional Fund Advisors (DFA). As a Registered Investment Advisor, it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients. We will always have the elevated duty to protect our client’s assets, and always put our client’s interests first. As an independent advisory firm, we are not affiliated with any major brokerage house or investment bank. This provides us with the freedom and objectivity to research a wider spectrum of options. Our allegiance is solely to our clients. We do not answer to shareholders or corporate executives promoting questionable insurance products or investments. Our Professional Team of independent Estate Planning Attorneys, CPA’s, Insurance Agents, and other Trusted Partners ensure our clients receive the objective and comprehensive advisory services they deserve. We are also pleased to work in collaboration with our clients’ existing Accountant, Attorney, or other trusted advisors. Our clients have typically already achieved a level of financial success, but have been underserved by their current advisor(s). What we have found is that success has increased the stress in their lives, not decreased it, and they are bombarded with complexity. The common objective among our clients is their desire for peace of mind concerning their finances. They don’t need or want “Get Rich Quick” schemes. They are looking for a long-term relationship with a firm that can provide objective, unbiased advice.